We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF

528 hedge funds and large institutions have $5.73B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 158 increasing their positions, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 51

27% more funds holding in top 10

Funds holding in top 10: 4557 (+12)

6% more funds holding

Funds holding: 499528 (+29)

1.77% more ownership

Funds ownership: 74.98%76.75% (+1.8%)

25% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 212

95% less capital invested

Capital invested by funds: $127B → $5.73B (-$121B)

Holders
528
Holders Change
+29
Holders Change %
+5.81%
% of All Funds
8.89%
Holding in Top 10
57
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+26.67%
% of All Funds
0.96%
New
87
Increased
158
Reduced
212
Closed
51
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
376
Lloyd Advisory Services
Georgia
$361K +$363K +12,137 New
TW
377
Transform Wealth
Colorado
$354K -$3.29K -110 -0.9%
KAM
378
Knightsbridge Asset Management
California
$354K +$356K +11,920 New
CIBC World Market
379
CIBC World Market
Ontario, Canada
$351K
CIC
380
Chilton Investment Company
Connecticut
$341K -$172K -5,742 -33%
CT
381
Cambridge Trust
Massachusetts
$336K -$16K -534 -5%
RIA
382
Realta Investment Advisors
Delaware
$333K -$123K -4,125 -27%
KeyBank National Association
383
KeyBank National Association
Ohio
$327K
JWCA
384
J.W. Cole Advisors
Florida
$327K +$121K +4,053 +58%
FAAM
385
First Ascent Asset Management
Colorado
$326K +$113K +3,787 +53%
CSIA
386
Charles Schwab Investment Advisory
California
$326K +$328K +10,970 New
SWM
387
Stockman Wealth Management
Montana
$321K
PTC
388
Private Trust Company
Ohio
$319K +$321K +10,745 New
TLFA
389
True Link Financial Advisors
California
$318K +$83.2K +2,785 +35%
HSG
390
Helen Stephens Group
Texas
$315K -$11.5K -385 -4%
ANTB
391
AMG National Trust Bank
Colorado
$313K +$315K +10,525 New
AFS
392
AFG Fiduciary Services
Massachusetts
$311K
TIA
393
Tiemann Investment Advisors
California
$308K
FT
394
Fiduciary Trust
Massachusetts
$304K -$2.72K -91 -0.9%
FHA
395
Flagship Harbor Advisors
Massachusetts
$304K +$59.9K +2,006 +24%
MC
396
Mathes Company
New York
$298K
HIIFS
397
Harel Insurance Investments & Financial Services
Israel
$294K
HAIM
398
Hunter Associates Investment Management
Pennsylvania
$291K +$294K +9,835 New
SG
399
StoneX Group
New York
$289K +$291K +9,727 New
AIM
400
Anchor Investment Management
South Carolina
$288K -$86.7K -2,900 -23%

SPSB Hedge Fund Activity: Q2 2022 in Review

528 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2022, worth a combined $5.73B — down 95% from $127B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SPSB positions and 51 closed out — a net gain of 36 holders — while 158 added to existing stakes and 212 trimmed.

The largest buyer was Charles Schwab, adding an estimated $303M. The largest seller was Janney Montgomery Scott, cutting an estimated $115M.

  • 528 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2022, up from 499 in Q1 2022.
  • Funds reported $5.73B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2022 and 51 closed out, a net change of +36 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $303M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2022 was Janney Montgomery Scott, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2022.